Our Transaction Advisory and M&A service provides comprehensive support in mergers and acquisitions for both the buy-side and the sell-side. Our objective is to facilitate a smooth transaction process, maximize client value, and minimize potential risks. With extensive experience and close collaboration among our financial, tax, and legal specialists, we can oversee the entire transaction based on a single mandate, ensuring efficient coordination of all key areas.

 

Our Approach and Key Transaction Phases

 

1. Thorough Preparation for the Transaction

• Performance and Potential Analysis: We conduct an in-depth review of the company’s financial results, identifying both growth opportunities and possible risks. This analysis serves as the foundation for a robust equity story, which we use to communicate with interested parties.
• Financial Plan and Indicative Valuation: Together with you, we develop a business plan (typically covering at least three years), determine the adjusted EBITDA, and calculate an indicative valuation of the company. This approach sets realistic expectations regarding the transaction price.
• Tax and Legal Structuring: Early on, we assess the existing corporate structure and consider legislative and tax implications to optimize conditions for the transaction and ensure a seamless process.

 

2. Identification of Investors (Sell-Side) or Target Companies (Buy-Side)

• Targeted Research and Outreach: For sell-side engagements, we create a list of potential investors and design an optimal outreach strategy. On the buy-side, we identify suitable acquisition targets in alignment with the client’s synergy goals and investment strategy.
• Transaction Marketing: For sell-side engagements, we focus on professionally prepared materials that highlight key performance indicators and the company’s growth potential. On the buy-side, we provide thorough investment theses and analyses to demonstrate credibility and seriousness to the seller.

 

3. Due Diligence

• Comprehensive Information Review: We manage a complete due diligence process, covering financial, tax, and legal aspects. For sell-side transactions, we oversee the data room, maintain high-quality documentation, and ensure clear organization to build trust among investors and avoid disruptions. For buy-side transactions, we assess critical areas of the target business to uncover potential risks and inform the negotiation strategy.
• Q&A Support: With a solid understanding of the client’s business, we efficiently manage inquiries from the counterparty, reducing the burden on company management throughout the due diligence phase.

 

4. Negotiation and Closing

• Negotiation Strategy and Purchase Price Mechanism: We propose purchase price mechanisms grounded in findings from due diligence and the expectations of both parties. Our approach emphasizes constructive communication, preserving positive relationships between buyer and seller.
• Legal Documentation and Contract Signing: Working closely with legal experts, we prepare and review essential documentation (e.g., the Sale and Purchase Agreement – SPA) and other legal materials needed to finalize the deal.
• Closing Formalities: Once an agreement is reached, we guide the client through all remaining steps, including communication with relevant authorities, registering changes in official business registries, and updating contract relationships.

 

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Why Choose Our Team

• Comprehensive Services Under One Mandate: Our financial, tax, and legal expertise ensures seamless coordination, saves time, and minimizes potential conflicts.
• Attention to Detail and Quality: Thorough preparation and precise data management are crucial to successful negotiations and fair valuation.
• Extensive Experience and Expert Network: Our multidisciplinary team and connections with specialists across various fields enable us to address a wide range of business needs and requirements.
• Tailored Approach: We adapt to each client’s specific goals and expectations, maintaining clear communication and a reliable partnership at all times.

 

Our mission is to support you throughout the entire process—from initial preparation to a successful closing—so you can effectively fulfill your strategic objectives. We are here to provide safe, professional guidance at every step of your M&A transactions, whether domestically or internationally.